What is Followup CRM?

Followup CRM is an intuitive customer relationship management tool tailored for sales and project oversight specifically within the construction sector. It enhances your team's activity transparency, facilitates internal progress reporting, and fosters collaboration among different teams. This CRM equips you with all the essential resources required to drive your business toward success.

Easily transition won opportunities into projects while safeguarding all critical data. Monitor key milestones, streamline processes, and connect with other software systems to guarantee on-time delivery and satisfied clients. It is widely recognized that acquiring a client is merely the first step; the strength of customer relationships hinges on the collaborative efforts of the team dedicated to delivering the final product or service effectively. Thus, maintaining strong teamwork is vital for ensuring long-term success.

Pricing

Price Starts At:
$55/user/month
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Followup CRM provides an API
All Followup CRM Integrations
Similar Software to Followup CRM
Pipedrive Reviews & Ratings
Pipedrive
(10300 Ratings)
Pipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.
Learn more
Contractor Foreman Reviews & Ratings
Contractor Foreman
(1326 Ratings)
Contractor Foreman offers an affordable starting price of $49 per month for companies, making it the most cost-effective construction management solution available for contractors. This platform has received endorsements from more than 75 countries and has garnered numerous industry accolades, all backed by a 100% satisfaction guarantee. Say goodbye to the hassle of pricey software and streamline your workflow by quickly generating estimates, creating invoices, and facilitating online payments with ease. Notably, its integration with QuickBooks simplifies data management by eliminating the need for double entry. With Contractor Foreman, tracking your time, expenses, daily logs, and other essential details for you and your team becomes a breeze. When you consider the unbeatable price combined with outstanding features, it becomes clear that Contractor Foreman is the smartest choice for construction professionals. Plus, the user-friendly interface ensures that even those new to construction management can navigate the system effortlessly.
Learn more
Houzz Pro Reviews & Ratings
Houzz Pro
(23242 Ratings)
Houzz Pro stands out as a premier construction management platform tailored for residential contractors and designers. It offers a comprehensive solution that addresses the complete customer journey, encompassing marketing, customer relationship management, and a variety of functionalities like estimates, takeoffs, 3D floor plans, project management, selections, online invoicing, payments, QuickBooks integration, and a client portal. By initiating a free trial, users can discover why so many professionals rely on Houzz Pro to enhance and oversee their operations. With pricing beginning at $149 per month, it provides valuable tools suitable for businesses of any scale, ensuring they can thrive in a competitive market.
Learn more
Bidtracer Reviews & Ratings
Bidtracer
(39 Ratings)
Bidtracer was created by two skilled engineers who brought together their knowledge in mechanical, electrical, and computer engineering. This cutting-edge application functions as a dedicated sales operations and channel partner tool specifically tailored for the commercial construction industry. It streamlines the initiation of sales opportunities, the formulation of bid tracking plans, and the specification process while also facilitating the invitation of subcontractors for collaboration. Users can quickly leverage the estimating feature to draft proposals and dispatch them to clients with ease. Furthermore, it aids sales professionals in automating their bid follow-up processes, allowing them to monitor and identify the successful contractor. This process significantly enhances their likelihood of successfully closing sales on projects. Effective project management plays a vital role in optimizing time and increasing profitability within construction ventures. By automating numerous project management functions, we can enhance operational efficiency and simplify every aspect related to the project's management. Ultimately, this leads to a more organized workflow and improved outcomes for all stakeholders involved.
Learn more

Screenshots and Video

Play Video Followup CRM Screenshot 1

Company Facts

Company Name:
Followup CRM
Date Founded:
2012
Company Location:
United States
Company Website:
followupcrm.com
Edit This Page

Product Details

Deployment
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Followup CRM Categories and Features

Sales Forecasting Software

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Analytics Software

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Quoting Software

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Proposal Management Software

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Construction Management Software

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Construction CRM Software

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Bid Management Software

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

More Followup CRM Categories

Followup CRM Customer Reviews

Write a Review
  • Reviewer Name: Gregg W.
    Position: President
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Contractor CRM

    Date: Jun 18 2019
    Summary

    Outstanding. Follow Up is the backbone of our sales and project management efforts.

    Positive

    Follow Up does an amazing job tracking projects and coordination of work flow activities. The application was specifically designed around how the Construction Industry works.

    Also love the new Project Management module.

    They are always developing new feature

    Negative

    none.............the program was written around the work flow requirements of the construction industry

    Read More...
  • Reviewer Name: Joshua A.
    Position: Director, Repair Division
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Excellent Product

    Date: Jun 18 2019
    Summary

    This product is straight forward and simple software for lead tracking to the point of sale. It has become an extremely important part of our division and we can't imagine working without it.

    Positive

    -Simple to use and navigate
    -Efficient lead tracking with the ability to view what each of our Estimator's
    have in their pipeline at any given point int time.
    -"Talks" with other software programs we use

    Negative

    -

    -

    Read More...
  • Previous
  • You're on page 1
  • Next